The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON.COM INC | COM | 023135106 | 14,330 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
| CALLAWAY GOLF COMPANY | COM | 131193104 | 2,963 | 123,401 | SH | SOLE | 123,401 | 0 | 0 | ||
| CHANGE HEALTHCARE INC | COM | 15912K100 | 7,298 | 391,296 | SH | SOLE | 391,296 | 0 | 0 | ||
| CHUY`S HOLDINGS INC | COM | 171604101 | 1,644 | 62,046 | SH | SOLE | 62,046 | 0 | 0 | ||
| COMSCORE INC | COM | 20564W105 | 1,494 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| CORECIVIC INC | COM | 21871N101 | 505 | 77,140 | SH | SOLE | 77,140 | 0 | 0 | ||
| HANCOCK HOLDING CO | COM | 410120109 | 2,534 | 74,500 | SH | SOLE | 74,500 | 0 | 0 | ||
| MARTEN TRANSPORT LTD | COM | 573075108 | 10,105 | 586,500 | SH | SOLE | 586,500 | 0 | 0 | ||
| MOLSON COORS BEVERAGE CO | COM | 60871R209 | 8,294 | 183,545 | SH | SOLE | 183,545 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 10,740 | 344,114 | SH | SOLE | 344,114 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC-A | COM | 69608A108 | 2,591 | 110,002 | SH | SOLE | 110,002 | 0 | 0 | ||
| PENN NATIONAL GAMING INC | COM | 707569109 | 4,310 | 49,900 | SH | SOLE | 49,900 | 0 | 0 | ||
| PINTEREST INC- CLASS A | COM | 72352L106 | 19,773 | 300,050 | SH | SOLE | 300,050 | 0 | 0 | ||
| ROKU INC | COM | 77543R102 | 3,088 | 9,300 | SH | SOLE | 9,300 | 0 | 0 | ||
| RYMAN HOSPITALITY PPTYS INC COM | COM | 78377T107 | 2,710 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SOUTHWEST AIRLINES | COM | 844741108 | 2,097 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 2,322 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 5,361 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
| WAL-MART STORES INC | COM | 931142103 | 15,136 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| WENDY'S COMPANY | COM | 95058W100 | 2,192 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WORLD WRESTLING ENTMNT INC-A | COM | 98156Q108 | 481 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||